# Luke Wonnacott

> Luke Wonnacott is a fee-only financial advisor at PROFi - The Professional Financial Company in Orem, Utah. Luke charges a percentage of assets (1.5% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/luke-wonnacott/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** PROFi - The Professional Financial Company
- **Based in:** Orem, Utah
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.5% a year on the first tier of assets managed
- **Assets under management (firm):** $246.1M across 575 accounts
- **CRD:** 7928579 (https://adviserinfo.sec.gov/individual/summary/7928579)
- **SEC registration:** Investment adviser representative in TX, UT
- **Exams passed:** Series 65 (2024)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://thepfc.com

## Frequently asked questions

### Is Luke Wonnacott a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and PROFi - The Professional Financial Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Luke charge for financial advice?

Luke charges a percentage of assets.

### How much does Luke charge?

According to PROFi - The Professional Financial Company's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.

### Where is Luke Wonnacott based?

Luke Wonnacott is based in Orem, Utah.

### Is Luke Wonnacott registered with the SEC?

Yes. Luke Wonnacott is registered as an investment adviser representative in TX and UT (CRD 7928579), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PROFi - The Professional Financial Company manage?

PROFi - The Professional Financial Company reports $246.1M across 575 accounts in assets under management.

### How do I contact Luke Wonnacott?

Through Luke's website, thepfc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7928579): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.thepfc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.